Omneo provides two mechanisms for labelling profiles: Tags and Statuses. Both are classification tools, but they serve different purposes and behave differently.Documentation Index
Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
Use this file to discover all available pages before exploring further.
Tags
Tags are short, freeform labels that can be assigned to any profile. They are used for ad hoc categorisation, operational notes, or segmentation. Examples:christmas-campaign-2024handle-with-careinfluencer-referralvip-waitlist
flattened_tags array, making them useful as filtering criteria in automation logic.
Tags can be:
- Applied manually in CX Manager or Clienteling
- Set programmatically via the API
- Bulk-updated via the import tool
- Used as conditions in reactions and claimable benefit JSON logic
Statuses
Statuses are a special class of label that represent a defined relationship between a profile and the brand. Unlike tags, statuses are configured in CX Manager as named definitions with structured properties. Examples:Staff: internal employees who receive staff discountsVIP: high-value customers with elevated entitlementsInfluencer: customers with social media reachStylist: in-store advisors linked to client profilesMedia: press and media contacts
How statuses work
A profile can have zero, one, or multiple statuses applied simultaneously. Statuses can be:- Customer-facing or internal: configurable per status definition
- Ranked: determining precedence when a customer holds multiple statuses and only one “best” status is needed
- Grouped: statuses can be organised into logical or functional groups (for example, grouping all trade-related statuses together)
- Time-limited: statuses can be assigned an expiry date, after which they are automatically removed from the profile
- Manually assigned: by admin or manager users in CX Manager, or by store staff in Clienteling
- Programmatically applied: via API or integration logic (for example, linking an Instagram account with 10k+ followers triggers “Influencer” status)
- Bulk-updated: as part of implementation or ongoing data operations
Custom fields and metadata
Status definitions can carry custom fields, metadata, and internal or public-facing content. This information travels with the status and is accessible to any logic or presentation system that has access to the profile, including Reactions, Target templates, and consumer-facing surfaces like Profile Portal and Omneo Wallet. This makes statuses a flexible vehicle for delivering contextual content or configuration to different parts of the platform.Statuses in incentive logic
A profile’s status can modify incentive entitlements:- VIP status: 30 extra days on rewards and benefits
- Staff status: 40% off benefit on all full-price items
- Influencer status: double Tier Points on all purchases
- Media status: free delivery benefit on online orders
flattened_statuses array.